The emphasis of my practice is on utilizing investments and financial planning services to help my clients and potentially, their heirs. It is no small task, but one we are happy to shoulder. As current generations live longer, more fulfilling lives, I believe family resources must be managed in a forward thinking, prudent manner.
I provide services in the following areas:
• Retirement Income Planning • Comprehensive Financial Planning • Forming strategies focused on maximizing your Social Security Benefits • Investment management based on your individual goals • Insurance solutions to help manage risk • Estate strategies to help preserve your legacy
I am proud to be a Financial Advisor with Waddell & Reed, working on behalf of you and generations to come. We strive to help clients and friends make the most of their financial future.
Mobile Phone: 401-954-8843